LWMI
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Legacy Wealth Management (Idaho)’s UnitedHealth UNH Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$159K Buy
508
+424
+505% +$132K 0.08% 81
2025
Q1 		$44K Hold
84
– – 0.03% 151
2024
Q4 		$44.3K Sell
84
-10
-11% -$5.27K 0.03% 128
2024
Q3 		$57K Buy
+94
New +$57K 0.03% 110